Assignment Opportunity

Inventory Assignment: On Opportunity

When you set up the page layouts you will have added a section on Opportunity called Warehouse Inventory to view and manage inventory assignments. In that section, there is a Visualforce page that displays and allows you to edit assignment of your Opportunity Products.

1. Warehouse Inventory Visualforce page:

Displays an overview of all the Inventory assignment(s) for Opportunity Product(s) related to this Opportunity.

Key definitions:

Product – The Product from the list of Opportunity Products.

Warehouse – The Warehouse for this Assigned Product. A Warehouse will be assigned depending on Default Warehouse Location Configuration setting.

Batch/Serial Number – Batch or a Serial number of the assigned Product if the Product selected for Opportunity Product is a Batch/Serial type Product.

Assigned – Indicates the quantity of the product in the displayed Warehouse that has been assigned to this Opportunity. NOTE: Click on this field for a quick link to edit the assignment.

Status – A quick colour indicator to show stock available (green) low (Orange) or not enough stock (red) to satisfy this opportunity.

WH on Hand – The quantity of product physically available in the displayed warehouse.

Inventory Status – The amount of physically available product in all warehouses. The status displayed to represent the status after deducting the amount in Opportunity Product.

Inventory Availability –The amount of Inventory available at all locations.

Coloured flags indicate the state of stock availability:

Green – Sufficient Inventory exists to fulfil this Opportunity

Orange – The assigned amount will bring the inventory below the specified threshold

Red – Insufficient Inventory available for this Opportunity

“Allow Backorder” – Check this to allow an Opportunity to proceed to Opportunity – Probability % to Commit if Inventory assigned is greater than quantity On hand for a product. IE. you do not have enough inventory to fulfil the Opportunity.

Performing an Inventory Assignment

To reach the Inventory Assignment Screen, select the Opportunities tab > Select an Opportunity record > Select Details and scroll to the bottom to view. Warehouse Inventory record appears after Product is added to Opportunity Product.

When the assignment screen is displayed for a Product, it will display all the locations that hold inventory for that product and the user can populate in the assigned box how many to assign from each warehouse.

Important notes:

There will be indications and warnings if not all the items are assigned.

The Quantity assigned cannot be adjusted after the Opportunity has reached the Probability % to commit.

It can be adjusted if the Opportunity probability is decreased to below the value set in the configuration tab.

The system will not allow the user to assign more units of the product from the warehouses (in total) than the amount assigned to the Opportunity Product itself.

It is possible to assign less total quantity for all the warehouses shown in the Opportunity Product Inventory Allocation page than the Quantity allocated for the Opportunity Product.

Those not yet assigned to any particular warehouse are NOT considered for Inventory calculations.